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Annis Gardner Whiting Capital Advisors’s WSFS Financial WSFS Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.44K Hold
22
– – ﹤0.01% 1095
2025
Q4 		$1.22K Buy
22
+12
+120% +$657 ﹤0.01% 1024
2025
Q3 		$540 Sell
10
-176
-95% -$9.94K ﹤0.01% 1069
2025
Q2 		$10.2K Buy
+186
New +$9.66K ﹤0.01% 710

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's WSFS Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors held its WSFS Financial (WSFS) position steady in Q1 2026 at 22 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Annis Gardner Whiting Capital Advisors first reported a position in WSFS in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.2K in Q2 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 22 shares of WSFS Financial worth $1.44K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors left its WSFS Financial share count unchanged in Q1 2026.
  • WSFS Financial made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #1095 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in WSFS Financial in Q2 2025 and has held it in 4 quarters since.
  • Annis Gardner Whiting Capital Advisors's WSFS Financial position peaked at $10.2K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.